Blog Post by Setuply
Jul 8, 2025 2:48:26 PM5 min read
What We’re All Thinking (But Don’t Always Say) About Client Management
Working in client-facing roles has its incredibly rewarding moments, and incredibly frustrating ...
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Jun 27, 2025 11:00:00 AM2 min read
How Shared Planning Creates a Better Experience for Everyone
Hi there, friend. Jerry the Sloth here—taking a nice, long stretch and thinking about one of my ...
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Jun 26, 2025 11:00:00 AM5 min read
Are the Wrong Tools Getting In Your Way of Reaching Client Retention Goals?
You’ve put in the work, have a strong team, have defined thoughtful client retention strategies, ...
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Jun 24, 2025 11:00:00 AM3 min read
Start the Clock: How Timelines Keep Client Projects Moving
Every client project needs a clear start. Not just a kickoff email, but actual dates on the ...
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Jun 18, 2025 11:00:00 AM4 min read
5 Client Engagement Strategies That Make a Real Difference
Even the most capable platform can fall short if the client experience doesn’t feel connected. What ...
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Jun 13, 2025 11:00:01 AM3 min read
Mid-Year Is a Natural Moment to Reflect on What’s Working—and What Could Shift
Hey there, friend — Jerry here!
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Jun 5, 2025 11:00:00 AM6 min read
The Benefits of a Centralized Client Onboarding Portal for All Stakeholders
Many solution providers rely on a variety of tools and technologies to facilitate the client ...
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Jun 3, 2025 11:00:00 AM3 min read
How Traditional Data Intake Slows Down High-Performing Teams
Momentum is everything, whether you're kicking off a new client relationship or executing a major ...
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May 30, 2025 11:43:01 AM3 min read
How a Little Preparation Now Can Make Upcoming Time Off Smoother for Everyone
I’m all for slowing down, and when it’s time for a vacation, I’m already picturing the perfect ...
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May 29, 2025 11:00:00 AM4 min read
Onboarding & Retention Statistics: How Effective Client Onboarding Boosts Retention
Client retention is a key aspect of the growth strategy for solution providers. Not only is it far ...
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